Sage 300 Construction and Real Estate

Video Overview

Features

Accounting

• Accounts Payable and Accounts Receivable: Streamlines the payable process with simple invoice entry, customizable payment selection, and advanced check-writing features. It also enhances cash management with tools for managing client communications and receivables.
• Billing: Offers flexible billing options, including free-form, time-and-material, and progress billing, integrating seamlessly with Sage 300 Construction and Real Estate’s contract management.
• Cash Management: Tracks and reconciles cash transactions from various Sage applications, offering insights into bank statements and general ledger while managing cash flow and account funding.
• Contracts: Integrates with Accounts Receivable to manage customer agreements, drive billings, coordinate receivables processing, and enhance change order management.
• Equipment Costs: Manages equipment costs, revenue, and usage to optimize return on investment.
• Financial Statement Designer: Allows for customization of financial statements, with capabilities for defining column contents, performing calculations, and comparing current and prior periods.
• General Ledger: Acts as a repository for financial data, integrating information from other applications, with customizable reports and support for multiple divisions, regions, or companies.
• Job Cost: Provides control over commitment and change order management, tracking subcontracts and purchase orders, and facilitating in-depth project analysis with customizable reports.
• Payroll: Automates complex construction payrolls, integrating payroll data throughout the accounting system for cost analysis.
• Remote Time Entry: Enhances payroll productivity and labor cost management, allowing for onsite labor information entry and efficient data transfer to the home office.

Bid Management

• Bid Management: Streamlines the invitation-to-bid process, enabling the creation and distribution of bid packages through a central online platform.
• CAD Integrator: Utilizes Industry Foundation Classes (IFCs) to standardize CAD objects like doors and windows, ensuring consistent recognition across different CAD software.
• Cut and Fill: Digitizes boundaries and contours to quickly calculate earthwork estimates, including cut, fill, and strip quantities.
• Database Editor: Provides tools for easy setup and maintenance of estimating databases, allowing for bulk updates and ensuring data integrity.
• Digitizer: Automates digitizing for takeoff, reducing manual calculations, and features an estimator-friendly dimension list for efficient project estimation.
• ePlan Takeoff: Integrates with On Center’s On-Screen Takeoff application, facilitating direct transfer of project dimensions from electronic drawings to estimates.
• Estimating: Offers both Standard and Extended versions for fast and accurate estimating, with advanced takeoff, analysis, and productivity capabilities.
• Estimating Explorer: Enables the management and analysis of multiple estimates, providing tools for sorting, tracking, and extracting insights through reports and graphs.
• Estimating Report Manager: Simplifies reporting on estimates, allowing for data export for extensive analysis and presentation using tools like Crystal Reports^®.
• Estimating TRA-SER Integrator: Automates item pricing updates from i2 Technologies solution, streamlining the maintenance of item pricing in the database.
• Estimating Viewer: Allows network users to view and print estimates, including advanced sorting and reporting capabilities, while ensuring data security.
• Mobile Estimating: Enables remote detailed takeoffs using handheld devices, ensuring access to essential estimating data in the field for accurate bids or change orders.
• Model Estimating: Creates detailed conceptual estimates based on a project survey, drawing from a construction knowledge base for exhaustive detail supporting bids.
• Scheduling Integrator: Links estimating with scheduling software like Primavera or Microsoft Project, providing a head start in building project schedules with detailed labor, equipment, and material information.

Procurement

• Buyout - Allows companies to quickly and accurately turn detailed estimates into RFQs and purchase orders.
• Inventory - Efficient data entry processes allow users to record receipt issues and adjustments, while automated item tracking manages an unlimited number of inventory items for multiple locations. Mobile Inventory and Purchasing is an integrated application designed for Palm OS handheld devices that improves tracking accuracy and tightens control of inventory management and issuing processes.
• Purchasing - Generates requisitions and purchase orders, tracks purchase order change orders, issues receipts, returns authorizations, and invoices.

Production Management

Homebuilder Management Streamlines workflow and optimizes business practices by coordinating accounting and estimating applications to help better manage the entire production process.

• Production Scheduling - Helps actively manage and exchange information between field supervisors and the corporate office.

Project Management

• Project Management Helps users effectively manage change orders. Users can compare costs to budgets and streamline RFIs, submittals, and other project documentation.

Property Management

• Advanced Retail: Automates the percentage rent process, including breakpoint calculation, overage rent based on tenant sales, and year-end recalculations. It allows tracking of percentage rents by department or sales category, offering insights into tenant performance and sales trends.
• Database Integrator: Connects the Timberline Valuation application to Property Management and General Ledger data, eliminating manual data re-entry and spreadsheet complexities.
• Excel Integrator: Generates Microsoft Excel worksheets from calculated results in Sage 300’s Forecasting and Valuation software, enhancing data presentation and analysis.
• Expense Controller: Provides tools for onsite staff to create purchase orders and process vendor invoices efficiently. It includes budget comparisons, centralized data linking, and barcode-enabled invoice processing for an efficient approval workflow.
• Forecasting: A financial analysis application that integrates with Property Management and General Ledger for real-time data, facilitating accurate cash flow projections, budgeting, and reporting.
• Investment Reporting: Enhances Forecasting with an expanded range of analytical reports for informed decision-making in various economic conditions.
• Management Planner: A supplementary tool for asset management, compatible with Forecasting or Valuation, to manage tasks and maintain comprehensive lease and property abstracts.
• Property Management: Centralizes lease management and accounts receivable processing. It adapts to various lease agreements and clauses, offering extensive inquiries and reporting capabilities for easy access to lease and property information.
• Residential Management: Integrates various functions like cash transaction processing, applicant screening, and traffic monitoring for residential property management. It provides real-time accounting data and demographic analyses while ensuring data security and site-specific access control.
• Valuation: Offers analytical tools for assessing the performance and value of lease-based real estate holdings. It enables forecasting, budget preparation, and investment return scenarios, providing comprehensive modeling capabilities for various types of lease-based real estate.